ULWM

Upper Left Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 19.57%
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.1M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$868K
2 +$740K
3 +$530K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$307K
5
VB icon
Vanguard Small-Cap ETF
VB
+$249K

Top Sells

1 +$1.31M
2 +$269K
3 +$249K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$208K
5
IAU icon
iShares Gold Trust
IAU
+$199K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.1M 1.24%
4,392
-384
27
$1.02M 1.16%
12,042
-827
28
$979K 1.11%
8,884
-298
29
$844K 0.96%
18,675
+612
30
$768K 0.87%
1,869
-367
31
$686K 0.78%
14,057
-2,126
32
$685K 0.78%
21,336
-2,226
33
$673K 0.76%
16,660
+881
34
$663K 0.75%
19,427
-2,071
35
$530K 0.6%
+10,836
36
$508K 0.58%
8,148
+545
37
$503K 0.57%
5,021
+2,186
38
$482K 0.55%
16,315
-2,143
39
$475K 0.54%
22,396
-259
40
$474K 0.54%
2,659
-402
41
$432K 0.49%
6,358
-138
42
$396K 0.45%
4,763
-279
43
$378K 0.43%
14,399
-893
44
$348K 0.39%
7,709
-170
45
$347K 0.39%
8,638
-1,929
46
$343K 0.39%
10,366
-3,439
47
$333K 0.38%
3,445
-69
48
$308K 0.35%
4,633
-1,102
49
$307K 0.35%
+3,054
50
$291K 0.33%
4,769
-31